Workiva

It centralizes structured and unstructured data into a single, auditable environment. Teams use it for SEC reporting, SOX compliance, carbon accounting, and double materiality assessments. The platform links data points across documents so that any output can be traced back to the original source, which provides assurance.

Its customers include 85% of the Fortune 1000 and over 6,600 companies globally. Users span accounting, financial planning and analysis, sustainability, internal audit, risk management, and legal departments. The platform is used in more than 180 countries.

Workiva AI automates labor-intensive tasks such as drafting content, analyzing language for risk, and aligning disclosures to sustainability frameworks. It operates with human-in-the-loop oversight, aiming to increase output without adding headcount. The AI is grounded in the governed data already inside the platform.

Workiva maintains a partner network of over 200 advisory and technology firms. These partners help customers implement the platform and integrate it with their existing systems. The platform itself provides a governed foundation that auditors can rely on for verifiable data lineage.

Yes, Workiva is a public company. It reports its own financial and operational metrics, including a 97% gross retention rate as of Q1 2026. It must adhere to the same SEC reporting standards its platform helps other public companies manage.